EnA range of electronics companies, including Foxconn, are moving manufacturing to Vietnam from China for a variety of reasons, including COVID-19 disruptions. K+N’s Q4 performance was similar to its peers, while COVID-19 disruptions in China are passing. Also: Boeing, BMW central to South Carolina’s trade politics; Matson faces triple-whammy of COVID-19 disruptions, others in the same boat; No pain, so no gain in tariffs for structural steel helps Valmont, CAP; timing is all as hard Brexit risks rise; and force majeure certificate issuance surges.
Related Research
Supply Chain Edge: What’s next for Venezuela, navigating green corridors, tariffs on the move again
• The US intervention in Venezuela — from removing Venezuelan President Nicolás Maduro from power to seizing oil tankers — als... Read more →
Supply Chain Edge: Entering the age of agility; decision-making beyond tariffs; new technology frictions
We have published two new reports looking at the outlook for supply chains in 2026. In our macroeconomic and geopolitical outl... Read more →
Supply Chain Edge: Tariffs in many forms, chip and mineral controls, long list of global sourcing headwinds
– US President-elect Donald Trump’s proposed tariffs on imports from Mexico and Canada may lead to an early renego... Read more →
Supply Chain Edge: Vietnamese sneakers slip
Key findings this week: Layoffs at a major footwear supplier in Vietnam raise questions about the state of supply chains in th... Read more →
Copyright © 2026 Panjiva Supply Chain Intelligence, a product offering from S&P Global Market Intelligence Inc. All rights reserved.
